Guides

Guide: How to build a CLM business case

Download the guide on How to Build a CLM Business Case to help secure the investment you need for your legal team.

What do you get from the download?

  • Learn all about Contract Lifecycle Management
  • Identify which areas of your business will use and benefit from CLM software
  • Calculate metrics to show efficiency gains and risks of not proceeding
  • Discover how to build your ROI model
  • Lay out your project plan and timelines

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More about our Guide: How to build a CLM business case

According to World Commerce & Contracting, in over 70% of organizations, the primary obstacle to investment is an inability to engage and build consensus across stakeholders. Therefore, to secure investment in a Contract Lifecycle Management (CLM) solution, building a compelling business case has become absolutely essential.

To get started on your CLM business case, download our guide that will help you understand the key areas to include in your case and the vital metrics that can secure stakeholder buy-in.

Our guide's features include:

  • Understanding Contract Lifecycle Management (CLM) and how it will transform your contract processes
  • Identifying which areas of your business will use and benefit from CLM software
  • Calculating key metrics to show future efficiency gains and the potential risk if your project doesn't go ahead
  • Establishing your internal situation to understand your business' pain points and gaps
  • Building your ROI model
  • Laying out your project plan and timelines
  • Choosing your CLM provider and helping you identify what CLM qualities to consider
About the author
Olly Atkin
Head of Enterprise Sales
Olly, Senior Director of Sales (US) at Summize, brings extensive expertise in Contract Lifecycle Management (CLM) to in-house legal teams and general counsels. As one of the company's earliest sales hires, he helped lead Summize's global expansion, including opening its Boston office in 2023 and San Diego office in 2025. Olly’s vast understanding of CLM stems from years of delivering digital transformation projects for some of the UK's largest law firms and selling to both start-ups and enterprise companies across EMEA and the US. His experience across various industries allows him to offer practical insights and tailored strategies for enabling businesses all over the globe to optimize their legal operations.
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